Program Overview

The Financial Planning and Wealth Management program is designed for executives, professionals, and entrepreneurs who seek to strengthen their understanding of personal and institutional wealth strategies. In an increasingly volatile financial landscape, the ability to manage wealth, optimize investments, and plan for long-term financial security has become a critical skill for leaders and decision-makers.

This program equips participants with a holistic view of wealth management—covering financial planning, asset allocation, investment strategies, risk management, tax planning, and estate considerations. Through interactive lectures, real-life case discussions, and hands-on exercises, participants will learn to design effective financial plans, balance risk and return, and make informed choices for wealth creation and preservation.

By bridging financial theory with practical application, the program empowers participants to manage personal and organizational wealth strategically, engage effectively with financial advisors, and secure long-term financial well-being. The program content is inspired by the decades of experience of the faculty. Participants will gain insights into investment planning, asset allocation, risk management, taxation, retirement planning, etc.  This program will benefit both professionals advising clients and individuals managing their personal assets.

Here’s a research-backed summary of trends and data shaping Financial Planning and Wealth Management –

Growing Market Size & Opportunity

• The wealth management industry is large and expanding, with global assets under management (AUM) rising significantly and projected to continue upward.
• In specific regions, such as India, wealth management services are expected to nearly double assets under management from about US $1.1 trillion in FY24 to US $2.3 trillion by FY29, a US $1.6 trillion growth opportunity.
• Related markets like financial advisory services are forecast to grow at healthy rates (≈5–6 % CAGR over the next decade).

Takeaway: Demand for structured financial planning and wealth management is growing, driven by rising individual and institutional wealth.

Technology, AI & Digital Transformation

• AI and digital tools are at the center of innovation: wealth firms are integrating machine learning, automation, and advanced analytics to enhance client service, advisor productivity, and personalized planning.
• Digital expectations are rising: clients increasingly expect seamless digital engagement, real-time insights and digitally enabled planning tools.
• WealthTech solutions (e.g., AI copilots, robo-advisors built into CRM and financial planning tools) are rapidly expanding their role in portfolio analysis and advice workflows.

Takeaway: Digital and AI-enabled capabilities are reshaping financial planning services and instructors and learners alike need to understand not just principles but tech-driven opportunities and risks.

Evolving Client Expectations & Demographics

• Clients now expect personalized, goals-oriented planning rather than one-size-fits-all portfolios.
• Younger segments (millennials, Gen Z) demand digital interfaces, transparency, and easy access to financial insights, influencing how wealth services are designed.
• Wealth transfer across generations (“Great Wealth Transfer”) is influencing demand for advice on legacy, estate, and family planning.

Takeaway: Wealth managers and planners must adapt to multi-generational preferences, with an emphasis on tailored advice and digital engagement.

Strategic & Product Trends in Wealth Management

• Private and alternative investments (private markets, tokenized cash products) are moving beyond traditional holdings, offering new diversification and planning tools especially for high-net-worth clients.
• Firms are exploring embedded wealth services across ecosystems (e.g., integrating planning into payroll, banking apps) to reach clients where they already transact.
• Topics such as ESG investing, sustainability, and goal-based planning are gaining ground in client portfolios.

Takeaway: Wealth planning is broadening to include a wider set of investment, legacy, and impact objectives beyond traditional risk-return frameworks.

Industry Challenges & Structural Shifts

• There are concerns about talent shortages in financial advising, which could impact service delivery and client access.
• As firms adopt technology, human advisers remain critical for complex judgment, trust, and relational aspects of financial planning.

Takeaway: Understanding how human expertise and technology complement each other is essential for delivering long-term financial planning outcomes.

Research Themes Influencing Education

• AI’s disruptive impact on financial planning models and advisor roles, emphasizing ethical, adaptive, and user-centric approaches.
• Long-term megatrends like demographic shifts and evolving consumer behavior shaping investment and advice paradigms.

Takeaway: Executive learners benefit from frameworks that connect financial principles with emerging technologies, client behavior insights, and industry structure.

Here are a couple of interesting articles for further reading – 5 Ways to Manage Personal Finances and How Can Financial Advisors Thrive in Shifting Markets

Program Objectives

Participants will gain the ability to:

1. To build a strong foundation in the principles and practices of financial planning
2. To enable participants to design personalized wealth creation and preservation strategies
3. Evaluate investment options across asset classes and risk profiles
4. To equip participants to design strategy, design & rebalance portfolios
5. Navigate taxation, insurance, and estate planning
6. To foster confidence in achieving long-term personal and organizational goals.
7. Apply ethical and client-centric approaches to wealth advisory

Pedagogy

The program is delivered through a mix of engaging and practical learning methods:

• Expert-Led Sessions – Concepts explained with clarity and relevance.
• Case Studies – Learning from actual wealth management scenarios.
• Interactive workshops & Simulations – Applying knowledge to real-life financial decisions.
• Group Discussions & Role Plays – Exploring diverse perspectives.
• Tools & Frameworks – Ready-to-use checklists and templates for financial planning.
• Asynchronous Reading Material & References

Who is it for?

This program is designed for:

• Professionals, entrepreneurs, and business owners are keen to manage and grow personal wealth.
• Junior executives responsible for corporate wealth and investments.
• Aspiring financial advisors and planners seeking to offer comprehensive solutions to their clients
• Individuals looking to build a secure financial future, take control of their financial future and participate in the process along with their wealth managers.

Program Content

Prof. Subhasish Acharya, PGDM (IIMB 92-94),  B.E. (Hons.) – BITS, Pilani

Prof. Subhasish Acharya is a seasoned business leader and academician with over three decades of diverse experience spanning banking, insurance, financial services, consumer products, and strategy. His career reflects a unique blend of corporate leadership and academic practice, making him exceptionally positioned to mentor future business leaders. His sessions are known for their strategic depth, industry relevance, and ability to bridge the gap between boardroom decisions and classroom insights.

He currently serves as Professor of Practice – Finance & Strategy at NCU School of Business, where he integrates his rich industry insights with academic frameworks to deliver impactful learning experiences. Subhasish is not just an educator—he is a strategist, mentor, and thought leader who brings the boardroom to the classroom with unmatched clarity and conviction.

Key Leadership Roles Held:

• Chief Distribution Officer – Future Generali India Life Insurance
• Head, Proprietary Business – PNB MetLife Life Insurance
• Zonal Head, Retail Banking – ICICI Bank & Kotak Mahindra Bank
• Senior Positions in Sales & Marketing – Asian Paints, Madura Coats & Bausch & Lomb

 Areas of Expertise

• Finance & Strategy
• Wealth & Insurance advisory
• Retail Banking & Distribution Strategy
• Leadership in Indian & Multinational Financial Services Organizations
• Consumer & Retail Business Development

 Impact & Recognition

• Mentored mid-career professionals and business students
• Instrumental in scaling distribution networks across financial services
• Recognized for driving innovation in retail banking and insurance channels
• Regular speaker at industry forums and academic conclaves

Program Schedule

Schedule: Two sessions of 75 minutes each every week on Saturday between 9:30 am and 12:30 pm with a break in between.

The program starts on Saturday, 26 Sep 2026 and would run for 7 weeks.  The program has a total of 14 sessions.

Delivery Mode: Live-Online through Zoom

Application and Enrollment Flow

To enroll and apply for the program, click on the button below –

The payment and enrollment happen through our enrollment and learning management website – https://lms.labinmotion.com . We offer easy installment plans for all our programs. This can help plan your cash flows. We offer an additional 5% discount on group registrations for 3 or more people from a single organisation. Please email support@labinmotion.com for group registrations, and we will guide you through the enrollment process.

Contact For Queries

Parthasarathy S
Ph. +91 9110614400
Email: partha@labinmotion.com

Connecting the Dots

Effective wealth planning starts with understanding business finance. The program on Finance for Non-Finance Managers  helps you interpret financial data and strengthen overall financial logic.

Smart long-term decisions benefit from understanding customer value. The program on  Customer Centricity: Driving Growth Through Customer Value offers a lens to evaluate investments with growth in mind.

Confident financial planning depends on clear thinking and discipline. The program on MindMastery: Leading from the Inside Out enhances focus and emotional steadiness for better decision-making.